FWM

Fingerlakes Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$749K
3
+$426K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$338K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$280K

Top Sells

1
+$285K
2
+$204K
3
+$176K
4
AAPL icon
Apple
AAPL
+$166K
5
LOW icon
Lowe's Companies
LOW
+$115K

Sector Composition

1 Technology 8.79%
2 Consumer Discretionary 2.91%
3 Financials 1.9%
4 Industrials 1.49%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.43%
4,115
+4
52
$536K 0.4%
3,393
-508
53
$531K 0.4%
12,476
-101
54
$520K 0.39%
5,543
+33
55
$518K 0.39%
1,774
-2
56
$497K 0.37%
2,067
-3
57
$488K 0.36%
12,345
-269
58
$483K 0.36%
3,870
-3
59
$462K 0.35%
2,260
-2
60
$461K 0.34%
1,188
+4
61
$459K 0.34%
16,972
+1,771
62
$456K 0.34%
5,137
-104
63
$424K 0.32%
8,757
+1,414
64
$412K 0.31%
3,818
-50
65
$385K 0.29%
4,311
+106
66
$383K 0.29%
6,772
-775
67
$377K 0.28%
+4,008
68
$369K 0.28%
464
+2
69
$365K 0.27%
2,474
+7
70
$364K 0.27%
1,666
+66
71
$364K 0.27%
786
+6
72
$360K 0.27%
1,222
-51
73
$356K 0.27%
2,330
-43
74
$347K 0.26%
3,562
+77
75
$338K 0.25%
5,007
+34
1 2
3
4